Fortune Energy Wholesale LLC
Plan context: Fortune Energy 401(K) Plan
EIN 47-3744290 • Simi Valley, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
63
2025 Assets
$1,023,408
2025 Contributions
$198,003
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 63 | $1,023,408 | $198,003 | $3,143iApproximate average salary by contribution assumption: employee only about $78,573 at 4% or $52,382 at 6%; with 50% employer match about $52,382 at 4% or $34,921 at 6%; with 100% employer match about $39,286 at 4% or $26,191 at 6%. |
| Fortune Energy 401(K) Plan | - | 63 | $1,023,408 | $198,003 | $3,143iApproximate average salary by contribution assumption: employee only about $78,573 at 4% or $52,382 at 6%; with 50% employer match about $52,382 at 4% or $34,921 at 6%; with 100% employer match about $39,286 at 4% or $26,191 at 6%. |
| 2024 | 1 | 72 | $834,913 | $212,987 | $2,958iApproximate average salary by contribution assumption: employee only about $73,954 at 4% or $49,303 at 6%; with 50% employer match about $49,303 at 4% or $32,868 at 6%; with 100% employer match about $36,977 at 4% or $24,651 at 6%. |
| Fortune Energy 401(K) Plan | - | 72 | $834,913 | $212,987 | $2,958iApproximate average salary by contribution assumption: employee only about $73,954 at 4% or $49,303 at 6%; with 50% employer match about $49,303 at 4% or $32,868 at 6%; with 100% employer match about $36,977 at 4% or $24,651 at 6%. |
| 2023 | 1 | 79 | $744,585 | $356,669 | $4,515iApproximate average salary by contribution assumption: employee only about $112,870 at 4% or $75,247 at 6%; with 50% employer match about $75,247 at 4% or $50,164 at 6%; with 100% employer match about $56,435 at 4% or $37,623 at 6%. |
| Fortune Energy 401(K) Plan | - | 79 | $744,585 | $356,669 | $4,515iApproximate average salary by contribution assumption: employee only about $112,870 at 4% or $75,247 at 6%; with 50% employer match about $75,247 at 4% or $50,164 at 6%; with 100% employer match about $56,435 at 4% or $37,623 at 6%. |
| 2022 | 1 | 65 | $322,518 | $341,502 | $5,254iApproximate average salary by contribution assumption: employee only about $131,347 at 4% or $87,565 at 6%; with 50% employer match about $87,565 at 4% or $58,376 at 6%; with 100% employer match about $65,673 at 4% or $43,782 at 6%. |
| Fortune Energy 401(K) Plan | - | 65 | $322,518 | $341,502 | $5,254iApproximate average salary by contribution assumption: employee only about $131,347 at 4% or $87,565 at 6%; with 50% employer match about $87,565 at 4% or $58,376 at 6%; with 100% employer match about $65,673 at 4% or $43,782 at 6%. |